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How do I Change the Phone Number for a Specific User?

Objective:

  • Add a phone number for a single User on the account

Environment:

  • Clio Manage

Additional Information:

If you don't have the option to select "Edit" under the Users name, then you don't have the Permissions to make the adjustment. Please reach out to an Administrator on the account to update this User's phone number. However, you will  see the option to edit under your name if you'd like to update your own phone number.

Procedure:

  1. Go into Settings
  2. Select Manage Users
  3. Click Edit under the Users name
  4. Enter a phone number in the Primary Phone field
  5. Click Save New Information

 

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